Charter Communications, Inc.
CHTR- Exchange
- Nasdaq
- Industry
- Cable & Other Pay Television Services
- SEC CIK
- 0001091667
No open-market purchases or sales by Charter Communications, Inc. insiders were filed in the last 90 days; 788 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; superinvestors Harris Associates (Oakmark) and Weitz Investment Management hold it.
Other share classesCHTRP
13F holders, Q3 2021
Institutional positions in Charter Communications, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,014
- +33 vs. Q2 2021
- Shares held
- 125.0M
- −4.47M (−3.5%) vs. Q2 2021
- Total value
- $90.9B
- −$2.46B (−2.6%) vs. Q2 2021
- New holders
- 93
- 302 more added
- Sold out
- 60
- 392 more reduced
12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CHTR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 788 | $14.2B |
| Q1 2026 | 791 | $21.3B |
| Q4 2025 | 798 | $21.3B |
| Q3 2025 | 805 | $27.3B |
| Q2 2025 | 889 | $42.0B |
| Q1 2025 | 879 | $38.3B |
| Q4 2024 | 864 | $35.0B |
| Q3 2024 | 839 | $33.3B |
| Q2 2024 | 788 | $31.4B |
| Q1 2024 | 826 | $29.8B |
| Q4 2023 | 909 | $38.1B |
| Q3 2023 | 890 | $43.3B |
| Q2 2023 | 844 | $36.5B |
| Q1 2023 | 862 | $36.2B |
| Q4 2022 | 888 | $35.1B |
| Q3 2022 | 837 | $31.3B |
| Q2 2022 | 944 | $50.2B |
| Q1 2022 | 992 | $61.3B |
| Q4 2021 | 1,044 | $78.5B |
| Q3 2021 | 1,014 | $90.9B |
| Q2 2021 | 993 | $93.5B |
| Q1 2021 | 997 | $81.8B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Auxier Asset Management | 302 | $220.0K | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 304 | $221.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 304 | $221.0K | 0.04% | +7+2.4% | Added |
| Hilltop Holdings Inc. | 306 | $222.0K | 0.02% | −7−2.2% | Reduced |
| Echo Street Capital Management LLC | 305 | $222.0K | 0.00% | +305 | New |
| Whittier Trust Co of Nevada Inc | 306 | $223.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 306 | $223.0K | 0.01% | +1+0.3% | Added |
| Acorn Financial Advisory Services Inc | 309 | $225.0K | 0.07% | 00.0% | Unchanged |
| Camden Capital, LLC | 312 | $227.0K | 0.05% | −22−6.6% | Reduced |
| Seelaus Asset Management LLC | 313 | $228.0K | 0.13% | −200−39.0% | Reduced |
| Equitable Holdings, Inc. | 315 | $229.0K | 0.00% | −4−1.3% | Reduced |
| Kovack Advisors, Inc. | 316 | $230.0K | 0.03% | +316 | New |
| Welch & Forbes LLC | 317 | $231.0K | 0.00% | −98−23.6% | Reduced |
| Harbour Investments, Inc. | 319 | $232.0K | 0.01% | +85+36.3% | Added |
| Mid Atlantic Financial Management Inc | 320 | $233.0K | 0.02% | −19−5.6% | Reduced |
| McLean Asset Management Corp | 320 | $233.0K | 0.09% | +4+1.3% | Added |
| Moody National Bank Trust Division | 322 | $234.0K | 0.00% | 00.0% | Unchanged |
| Humankind Investments LLC | 323 | $235.0K | 0.11% | −858−72.7% | Reduced |
| WealthTrust Axiom LLC | 325 | $236.0K | 0.08% | 00.0% | Unchanged |
| Avestar Capital, LLC | 325 | $236.0K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 325 | $236.5K | 0.02% | −4−1.2% | Reduced |
| Synergy Financial Management, LLC | 327 | $238.0K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 327 | $238.0K | 0.03% | +9+2.8% | Added |
| Harbor Financial Services, LLC | 327 | $238.0K | 0.10% | +327 | New |
| Stratos Wealth Advisors, LLC | 328 | $239.0K | 0.02% | +4+1.2% | Added |
| Five Oceans Advisors | 328 | $239.0K | 0.28% | +328 | New |
| Jacobi Capital Management LLC | 330 | $240.0K | 0.03% | +237+254.8% | Added |
| Sage Mountain Advisors LLC | 331 | $241.0K | 0.04% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 332 | $242.0K | 0.09% | 00.0% | Unchanged |
| Adviser Investments LLC | 333 | $242.0K | 0.02% | +5+1.5% | Added |
| Steel Peak Wealth Management LLC | 334 | $243.0K | 0.02% | +334 | New |
| DF Dent & Co Inc | 335 | $244.0K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 337 | $245.0K | 0.01% | +36+12.0% | Added |
| Levin Capital Strategies, L.P. | 342 | $249.0K | 0.03% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 342 | $249.0K | 0.06% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 344 | $250.0K | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 346 | $252.0K | 0.00% | +4+1.2% | Added |
| Venture Visionary Partners LLC | 348 | $253.0K | 0.02% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 349 | $254.0K | 0.02% | −1−0.3% | Reduced |
| Brown Advisory Securities, LLC | 356 | $259.0K | 0.08% | −1−0.3% | Reduced |
| C M Bidwell & Associates Ltd | 356 | $259.0K | 0.17% | +356 | New |
| Burt Wealth Advisors | 358 | $260.0K | 0.08% | 00.0% | Unchanged |
| Alerus Financial NA | 359 | $261.0K | 0.02% | −69−16.1% | Reduced |
| Synovus Financial Corp | 359 | $261.0K | 0.00% | −20−5.3% | Reduced |
| Eqis Capital Management, Inc. | 360 | $262.0K | 0.02% | −1−0.3% | Reduced |
| M&G Investment Management Ltd | 361 | $263.0K | 0.00% | −4−1.1% | Reduced |
| Maven Securities LTD | 365 | $266.0K | 0.03% | −23−5.9% | Reduced |
| Capital Investment Advisory Services, LLC | 365 | $266.0K | 0.03% | +28+8.3% | Added |
| Harvest Fund Management Co., Ltd | 366 | $266.0K | 0.06% | +128+53.8% | Added |
| Chesapeake Wealth Management | 370 | $269.0K | 0.10% | −85−18.7% | Reduced |
| Grandfield & Dodd, LLC | 371 | $270.0K | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 371 | $270.0K | 0.11% | 00.0% | Unchanged |
| Brave Asset Management Inc | 372 | $271.0K | 0.08% | 00.0% | Unchanged |
| Natixis Investment Managers International | 375 | $272.0K | 0.02% | −103−21.5% | Reduced |
| Highland Private Wealth Management | 375 | $273.0K | 0.04% | +6+1.6% | Added |
| HM Payson & Co | 376 | $274.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 378 | $275.0K | 0.10% | 00.0% | Unchanged |
| LVW Advisors, LLC | 379 | $276.0K | 0.05% | +379 | New |
| Laffer Tengler Investments | 381 | $277.2K | 0.08% | +57+17.6% | Added |
| Oppenheimer & Co Inc | 390 | $284.0K | 0.01% | −8−2.0% | Reduced |
| Sunflower Bank, N.A. | 394 | $287.0K | 0.04% | −23−5.5% | Reduced |
| Personal Capital Advisors Corp | 399 | $290.0K | 0.00% | +2+0.5% | Added |
| Apollon Wealth Management, LLC | 399 | $290.0K | 0.04% | +39+10.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 407 | $296.0K | 0.01% | +5+1.2% | Added |
| American Portfolios Advisors | 409 | $297.6K | 0.01% | +24+6.2% | Added |
| Vigilant Capital Management, LLC | 410 | $298.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 410 | $298.0K | 0.17% | +410 | New |
| RMR Wealth Builders | 411 | $299.0K | 0.09% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 412 | $300.0K | 0.03% | −1,100−72.8% | Reduced |
| First National Bank of Omaha | 416 | $303.0K | 0.02% | −84−16.8% | Reduced |
| KCM Investment Advisors LLC | 418 | $304.0K | 0.01% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 422 | $307.0K | 0.09% | +3+0.7% | Added |
| Silvercrest Asset Management Group LLC | 422 | $307.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 424 | $308.0K | 0.01% | +7+1.7% | Added |
| Peapack Gladstone Financial Corp | 428 | $311.0K | 0.01% | −7−1.6% | Reduced |
| Convergence Investment Partners, LLC | 430 | $313.0K | 0.17% | −14−3.2% | Reduced |
| Evoke Wealth, LLC | 432 | $314.0K | 0.01% | +334+340.8% | Added |
| BOK Financial Private Wealth, Inc. | 435 | $316.0K | 0.03% | +60+16.0% | Added |
| QVR LLC | 434 | $316.0K | 0.65% | +434 | New |
| Vantage Consulting Group Inc | 439 | $319.0K | 0.07% | −51−10.4% | Reduced |
| Financial Counselors Inc | 443 | $322.0K | 0.01% | +443 | New |
| Abbrea Capital, LLC | 444 | $323.0K | 0.05% | +25+6.0% | Added |
| Homrich & Berg | 445 | $324.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 447 | $325.0K | 0.07% | +12+2.8% | Added |
| Palladium Partners LLC | 453 | $330.0K | 0.02% | +30+7.1% | Added |
| Clearstead Advisors, LLC | 457 | $332.0K | 0.02% | +85+22.8% | Added |
| Connecticut Wealth Management, LLC | 458 | $333.0K | 0.03% | +14+3.2% | Added |
| CX Institutional | 459 | $334.0K | 0.03% | −51−10.0% | Reduced |
| Wendell David Associates Inc | 461 | $335.0K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 467 | $340.0K | 0.07% | −117−20.0% | Reduced |
| Curated Wealth Partners LLC | 469 | $341.0K | 0.19% | +2+0.4% | Added |
| Schonfeld Strategic Advisors LLC | 472 | $343.0K | 0.00% | +472 | New |
| Alphasimplex Group, LLC | 476 | $346.0K | 0.29% | −3,176−87.0% | Reduced |
| Fulton Bank, N.A. | 476 | $346.0K | 0.02% | −58−10.9% | Reduced |
| Barings LLC | 479 | $348.0K | 0.01% | −242−33.6% | Reduced |
| Waldron Private Wealth LLC | 484 | $352.0K | 0.02% | +86+21.6% | Added |
| Meyer Handelman Co | 491 | $357.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 491 | $357.0K | 0.01% | +22+4.7% | Added |
| Palisades Hudson Asset Management, L.P. | 492 | $358.0K | 0.16% | 00.0% | Unchanged |
| Ramsey Quantitative Systems | 493 | $359.0K | 1.79% | +493 | New |